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  2. SPORTS MEDICINE AND ORTHOPEDIC SURGERY
Sponsor portfolio

SPORTS MEDICINE AND ORTHOPEDIC SURGERY

EIN 06-1486391-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
39
360 TOLLAND TURNPIKE, TOLLAND TURNPIKE, #3C - MANCHESTER, CT 06042sportsmedct.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#002CashBalance-$2.9M - 22 part#001401k-$2.3M - 17 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • P.C. RETIREMENT PLAN (#001)44%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)22
  • P.C. RETIREMENT PLAN (#001)17
Total 39Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. CASH BALANCE PLAN

CashBalance

Assets$2.9M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. RETIREMENT PLAN

401k

Assets$2.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. CASH BALANCE PLANCashBalance$2.9M222024
001SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. RETIREMENT PLAN401k$2.3M172024
Retirement plans
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